Weekly Theme Wrap (Jun 29 – Jul 3)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +14.7%). Best single day this week: Jul 1, +24.5%.
Average change over the period
Chip-related themes led the week of Jun 29 to Jul 3. Semiconductor Equipment had an average change of 14.7% and was strong on 3 days, led by Mirae and Intekplus.
Construction (Small & Mid Cap) had the highest average change of the week at 20.24%, with a best day of 24.52% on Jul 1. Power Equipment’s best day came on the same date at 20.57%.
Semiconductor Materials & Components and Power Equipment were also strong on 3 days. Gaon Cable led both Power Equipment and Electric Cables.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +14.7% | 2026-06-30 (+19.1%) | recurred | Mirae, Intekplus, Hanyang Eng |
| Power Equipment | 3d | +13.9% | 2026-07-01 (+20.6%) | running | Gaon Cable, GnCenergy |
| Semiconductor Materials & Components | 3d | +9.9% | 2026-06-30 (+10.6%) | recurred | New Power Plasma, Kctech, Tiger Elec |
| Construction (Small & Mid Cap) | 2d | +20.2% | 2026-07-01 (+24.5%) | running | DongshinEngineering&Construction, Woowon Development |
| Nuclear | 2d | +14.6% | 2026-06-29 (+15.9%) | recurred | Taewoong, Hanyang Eng |
| Solar | 2d | +13.9% | 2026-06-29 (+16.8%) | recurred | Development Advance Solution, Jusung Engineering |
| Beauty & Cosmetics | 2d | +13.0% | 2026-06-29 (+16.2%) | recurred | CHA AI Healthkare, From Bio |
| Auto Parts | 2d | +12.7% | 2026-06-29 (+16.3%) | recurred | Samkee, Hwashin Precision |
| Electric Cables | 2d | +12.1% | 2026-07-01 (+17.5%) | running | Gaon Cable |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +8.4% | 2026-06-30 (+10.8%) | running | Duksanhimetal, Simmtech |
Related News by Theme
- Power Equipment (2026-07-01) [장중수급포착] 가온전선, 외국인/기관 동시 순매수… 주가 +27.84% — 뉴스핌 (Korean)
- Semiconductor Materials & Components (2026-06-30) 4800조 반도체 투자계획에 소부장도 ‘쑥’…케이씨텍 22%대 강세 — 머니투데이 (Korean)
- Construction (Small & Mid Cap) (2026-07-01) 동신건설, 109억 규모 산이변전소 토건공사 수주 — 이데일리 (Korean)
- Nuclear (2026-06-29) [장중수급포착] 태웅, 외국인/기관 동시 순매수… 주가 +22.58% — 뉴스핌 (Korean)
What to Watch Next Week
Power Equipment, Electric Cables and Construction (Small & Mid Cap) are on consecutive runs. The first question is whether those runs continue.
Semiconductor Equipment and Nuclear came back as recurring themes. Hanyang Eng was a leader in both.
Theme heatmap
| 06-29 | 06-30 | 07-01 | 07-02 | 07-03 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +19.1 | +14.8 | +10.2 | ||
| Power Equipment | +13.4 | +7.9 | +20.6 | ||
| Semiconductor Materials & Components | +10.6 | +10.4 | +8.8 | ||
| Construction (Small & Mid Cap) | +24.5 | +16.0 | |||
| Nuclear | +15.9 | +13.2 | |||
| Solar | +16.8 | +11.0 | |||
| Beauty & Cosmetics | +16.2 | +9.8 | |||
| Auto Parts | +16.3 | +9.0 | |||
| Electric Cables | +6.8 | +17.5 | |||
| Semiconductor Substrates (FC-BGA, MLB) | +10.8 | +5.9 |